13F Insight
DOSSIER · 13F-HR · Q3 2025

MARSHALL & SULLIVAN INC /WA/

$216M in tracked AUM across 43 positions as of Q3 2025.

M&
CIK 0000820123 · last filed Sep 30, 2025
Total AUM
$216M
as of Q3 2025
Holdings
43
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

MARSHALL & SULLIVAN INC /WA/ filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IWM
ISHARES TR
$27M112K12.6%02
MSFT
MICROSOFT CORP
$17M33K8.0%03
GOOGL
ALPHABET INC
$10M40K4.5%04
VWO
VANGUARD INTL EQUITY INDEX F
$9M159K4.0%05
LRCX
LAM RESEARCH CORP
$8M62K3.9%06
MA
MASTERCARD INCORPORATED
$8M13K3.5%07
G54950103
LINDE PLC
$7M15K3.4%08
SCHW
SCHWAB CHARLES CORP
$7M73K3.2%09
HD
HOME DEPOT INC
$7M17K3.2%10
BKNG
BOOKING HOLDINGS INC
$7M1K3.2%

Filing history

2025Q3Sep 30
$216M▲ 3.7%
43 positionsView →2025Q2Jun 30
$208M▲ 5.6%
119 positionsLocked2025Q1Mar 31
$197M▼ 3.7%
42 positionsLocked2024Q4Dec 31
$205M▼ 1.7%
41 positionsLocked2024Q3Sep 30
$208M▲ 4.0%
40 positionsLocked2024Q2Jun 30
$200M▼ 1.0%
41 positionsLocked2024Q1Mar 31
$202M▲ 6.8%
41 positionsLocked2023Q4Dec 31
$189M▲ 10.3%
39 positionsLocked2023Q3Sep 30
$172M▼ 4.2%
38 positionsLocked2023Q2Jun 30
$179M▲ 8.4%
38 positionsLocked2023Q1Mar 31
$165M▲ 3.6%
39 positionsLocked2022Q4Dec 31
$159M▲ 10.2%
96 positionsLocked
Showing 12 of 100